FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Summarize by Moodbit: A Microsoft Teams app from Moodbit, available on the Teams app store / Microsoft AppSource, that turns Teams meeting transcriptions into AI summaries, action items and sentiment analysis. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Summarize by Moodbit when extracting suggested action items from teams calls matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
A Microsoft Teams app from Moodbit, available on the Teams app store / Microsoft AppSource, that turns Teams meeting transcriptions into AI summaries, action items and sentiment analysis.
FinScribe is an AI meeting assistant focused on wealth and financial advisory client meetings. It joins virtual meetings on platforms such as Zoom, Microsoft Teams, Google Meet, and Webex as a note-taking participant, and supports in-person meetings through its mobile and web apps, then turns client conversations, financial consultations, and strategy sessions into structured, professionally formatted documentation. Beyond notes, FinScribe generates pre-meeting prep pages with agendas and background information, drafts follow-up emails summarizing decisions and action items, and pushes information into the user's CRM. It integrates with financial-services CRMs and tools including Salesforce, Redtail, Wealthbox, HubSpot, Practifi, Salentica, and others, along with Slack, Aircall, Google Calendar, and Zapier. The product emphasizes a recording-free approach in which meeting audio is discarded after notes are processed, SOC 2 Type II certification, MFA and SSO support, redaction of sensitive identifiers, and a commitment not to train its models on client data. FinScribe serves solo advisors, RIAs, asset management firms, private bankers, accountants, and family offices, and is a Y Combinator-backed company. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Summarize by Moodbit is a Microsoft Teams app published by Moodbit and listed on the Microsoft Teams app store / Microsoft AppSource. It is designed to plug directly into Microsoft Teams meetings and convert real-time Teams transcriptions into clear, concise meeting notes without manual note-taking. After a meeting, the app posts an AI-generated summary of key points and a list of suggested action items into the chat, so participants can focus on the conversation rather than on writing things down. A distinguishing feature is AI-powered sentiment analysis applied to Teams meetings, which classifies the tone of the discussion as positive, neutral or negative to help teams understand dynamics and morale. Because it is delivered as a native Teams add-on, there is no separate software to install beyond adding it from the Teams store, and it works for participants attending live as well as those catching up afterward. Moodbit's broader platform has expanded toward enterprise AI automation, and the Summarize Teams add-on continues to be promoted and listed as available in 2025/2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Summarize by Moodbit is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Summarize by Moodbit |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Distributed through the Microsoft Teams app store / Microsoft AppSource |
| Standout feature | Compliance-oriented, structured meeting documentation | Turns real-time Microsoft Teams transcriptions into meeting notes |
| Team usage | Pre-meeting prep pages with agendas and background | AI-generated meeting summaries posted to the Teams chat |
| Integrations | Automated follow-up emails with summaries and action items | Automated action-item and task recommendations |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | AI-powered sentiment analysis of meeting tone |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Native Teams add-on with no separate software to install |
FinScribe
Choose FinScribe if you need documenting financial advisor client review and planning meetings — strengths include purpose-built for financial and wealth advisory client meetings.
Summarize by Moodbit
Choose Summarize by Moodbit if you need automatically summarizing microsoft teams meetings into the chat — strengths include installs natively from the microsoft teams store with minimal setup.
FinScribe
Summarize by Moodbit
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Summarize by Moodbit is strong for automatically summarizing microsoft teams meetings into the chat. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Summarize by Moodbit is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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